The Lucas-hathaway Charitable Trust
The Lucas-hathaway Charitable Trust is a private foundation focused on Education, based in BLACKSBURG, VA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 3 grants totaling $14K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$413K
+13.3% YoY
Annual Giving
$14K
-36.2% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$5K
-14.9% YoY
Under IRS private-foundation payout rules, The Lucas-hathaway Charitable Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About The Lucas-hathaway Charitable Trust
Based on IRS filings
The Lucas-hathaway Charitable Trust is a private foundation focused on Education, based in BLACKSBURG, VA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $413K in total assets. In 2024, it awarded 3 grants totaling $14K. Net investment income was $12K.
Ready to take the next step with The Lucas-hathaway Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $413,198 | $364,744 | $393,373 |
| Revenue | $12,488 | $-27,176 | $13,180 |
| Expenses | $14,402 | $23,731 | $20,648 |
| Qualifying Distributions | $14,221 | $23,731 | $18,780 |
| Net Investment Income | $12,473 | $13,046 | $5,208 |
| Distributable Amount | $37,410 | $17,727 | $19,727 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Roanoke College ($13,000), Virginia Tech Foundation ($1,000), Gem ($206).
| Recipient | Purpose | Amount |
|---|---|---|
| Roanoke College SALEM, VA | EDUCATIONAL OPPORTUNITIES FOR STUDENTS. INTERNSHIPS. | $13,000 |
| Virginia Tech Foundation Blacksburg, VA | EDUCATIONAL OPPORTUNITIES AND INTERNSHIPS FOR STUDENTS AT HAHN GARDEN. AWARD FOR ACADEMIC EXCELLENCE DMME. | $1,000 |
| GEM Monument, CO | EDUCATIONAL OPPORTUNITY. | $206 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Eric S Lucas | Trustee | 10 | — |
| Charlotte B Lucas | Porfolio Manager and Trustee | 20 | — |
| Jay H Lucas | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Lucas-hathaway Charitable Trust?
The Lucas-hathaway Charitable Trust is a private foundation focused on Education, based in BLACKSBURG, VA. It holds $413K in total assets as of 2024.
How large is The Lucas-hathaway Charitable Trust?
As of 2024, The Lucas-hathaway Charitable Trust holds $413K in total assets with $12K in annual revenue. It awarded 3 grants totaling $14K in 2024.
Where does The Lucas-hathaway Charitable Trust operate?
The Lucas-hathaway Charitable Trust has awarded grants in Colorado, Tennessee, Virginia.
What size grants does The Lucas-hathaway Charitable Trust award?
In 2024, The Lucas-hathaway Charitable Trust awarded 3 grants totaling $14K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Lucas-hathaway Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lucas-hathaway Charitable Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Lucas-hathaway Charitable Trust's EIN?
The Lucas-hathaway Charitable Trust's EIN (Employer Identification Number) is 54-6275432. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Lucas-hathaway Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.